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The trusted way to

invest in digital assets.

Socrates is a digital asset advisory firm offering professionally managed cryptocurrency accounts for individuals and RIAs.

Our Mission

We believe that all investors should have access to helpful, personalized guidance in order to navigate the emerging asset class of crypto. Our mission is to empower our clients with knowledge and to offer exposure to digital assets through customizable investment solutions.

Our Offering

Investments may be for any one specific digital asset such as Bitcoin, Ethereum, etc. and/or in any one or more of our digital asset baskets. Baskets contain more than one digital asset. Digital assets within any basket as well as allocations within the baskets are subject to change (rebalancing).

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Advisory Services

Socrates operates as a consulting and investment advisory firm for blockchain, mining, NFTs, tokenomics and various digital assets. Consulting services include introductions, education and navigation of NFT, metaverses and cryptocurrency markets.

As a registered investment advisor in the state of Florida, New York and New Jersey we operate with the same fiduciary responsibilities as a traditional financial advisor. 

We offer different investment strategies that provide exposure to a diversified set of tokens across industries and use cases such as Decentralized Finance, Layer 1, Smart Contracts, and Web3/Metaverse.

Digital assets are securely held with our custodian Gemini. Gemini Trust Company, LLC is a New York trust company that is a fiduciary and subject to the capital reserve requirements, cybersecurity requirements, and banking compliance standards set forth by the New York State Department of Financial Services (NYDFS) and the New York Banking Law.


Gemini is the first crypto exchange and custodian in the world to obtain SOC 1 Type 2 and SOC 2 Type 2 certifications. These examinations were performed by Deloitte & Touche LLP.

For more information about our advisory services, please read our brochure.

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Cofounder & Advisor

Mario Socrates

Cofounder & Advisor

Cofounder & Advisor

Ryan Dodds

Cofounder & Advisor

Our Team

Our backgrounds span investment management, technology, and business operations. We value trust, security, and opportunity and these values are at the heart of everything we do.

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